Advisor Teams enables Executives and Advisors to create and organize custom groups—by working team, office location, or functional role—to easily share client visibility at the Team level.
While we’ve summarized key information below, the Advisor Teams Guide provides a detailed walkthrough of the feature from both the Advisor and Executive perspectives.
Key benefits
- Every advisor on a Team can view all clients assigned to that Team, even if they aren’t individually assigned to a specific client.
- Both advisors and clients can belong to multiple Teams, enabling flexible collaboration that mirrors how your firm operates.
- When inviting clients to Flourish, you will be able to assign the client to a Team
Who benefits from Advisor Teams?
- RIAs with multiple offices – Group advisors by location (e.g., "NY Office," "Cincinnati Office") to ensure each office has shared visibility into its clients.
- Structured advisor teams – Support collaborative working models by pairing lead advisors, junior advisors, and client service staff into designated teams (e.g., "Diamond Teams").
- Role-based groups – Organize teams by function, such as a "Client Services" team assigned to every household for streamlined support.
How can I create a Team?
- An Executive/Admin in your Firm can create a Team from the Teams page within their Advisor Profile